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Innovator Premium Income 30 Barrier ETF July

20 hedge funds and large institutions have $9.41M invested in Innovator Premium Income 30 Barrier ETF July in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

25% more funds holding

Funds holding: 1620 (+4)

2.86% less ownership

Funds ownership: 56.63%53.77% (-2.9%)

11% less capital invested

Capital invested by funds: $10.6M → $9.41M (-$1.22M)

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

Holders
20
Holders Change
+4
Holders Change %
+25%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
4
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFWA
1
RPg Family Wealth Advisory
Massachusetts
$1.92M +$1.93K +77 +0.1%
WIA
2
World Investment Advisors
California
$1.51M +$31.9K +1,270 +2%
MFG
3
MTM Financial Group
Pennsylvania
$1.02M -$467K -18,578 -31%
BCM
4
Brookstone Capital Management
Illinois
$949K -$12.2K -485 -1%
OMC
5
Old Mission Capital
Illinois
$820K +$164K +6,510 +25%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$760K -$159K -6,339 -17%
Raymond James Financial
7
Raymond James Financial
Florida
$638K -$66.3K -2,641 -9%
KAS
8
Kestra Advisory Services
Texas
$584K -$27.7K -1,104 -5%
CA
9
CoreCap Advisors
Michigan
$430K +$61.5K +2,449 +17%
SWA
10
Stratos Wealth Advisors
Ohio
$332K -$20.4K -814 -6%
SS
11
Sunbelt Securities
Texas
$233K -$36.5K -1,454 -13%
WW
12
Winnow Wealth
Texas
$171K +$172K +6,836 New
PWPS
13
Pinnacle Wealth Planning Services
Ohio
$27.2K +$27.4K +1,090 New
FFA
14
Farther Finance Advisors
California
$5.23K +$5.28K +210 New
IA
15
IFP Advisors
Florida
$5.11K
UBS Group
16
UBS Group
Switzerland
$3.64K +$3.67K +146 New
AWM
17
AE Wealth Management
Kansas
$3.59K +$3.62K +144 New
Morgan Stanley
18
Morgan Stanley
New York
$2.07K
Osaic Holdings
19
Osaic Holdings
Arizona
$1.87K
WWA
20
Wealth Watch Advisors
Colorado
$424 +$427 +17 New
PS
21
Principal Securities
Iowa
-$2.5K -100 Closed

JULJ Hedge Fund Activity: Q4 2025 in Review

20 of the 8,232 institutional investors tracked by Wall St. Rank reported a position in Innovator Premium Income 30 Barrier ETF July (JULJ) for Q4 2025, worth a combined $9.41M — down 11% from $10.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JULJ positions and 1 closed out — a net gain of 5 holders — while 4 added to existing stakes and 7 trimmed.

The largest buyer was Winnow Wealth, opening a new position worth an estimated $172K. The largest seller was MTM Financial Group, cutting an estimated $467K.

  • 20 institutional investors held Innovator Premium Income 30 Barrier ETF July (JULJ) as of Q4 2025, up from 16 in Q3 2025.
  • Funds reported $9.41M of Innovator Premium Income 30 Barrier ETF July stock for Q4 2025, down 11% quarter-over-quarter.
  • 6 funds opened new Innovator Premium Income 30 Barrier ETF July positions in Q4 2025 and 1 closed out, a net change of +5 holders.
  • The largest Innovator Premium Income 30 Barrier ETF July buyer in Q4 2025 was Winnow Wealth, an estimated $172K added.
  • The largest Innovator Premium Income 30 Barrier ETF July seller in Q4 2025 was MTM Financial Group, an estimated $467K sold.

Based on aggregated 13F filings for Q4 2025.